大行評級|麥格理:上調銀河娛樂目標價至50.1港元 2月表現向好
麥格理髮表研究報告指,銀河娛樂2024年第四季收入按年增長9%,經調整EBITDA按年增長15%,分別超出該行預期1%和3%,農曆新年後的長尾效應下客流持續,加上娛樂活動不斷吸引到高端中場客戶到訪,推動2月表現向好。澳門銀河嘉佩樂酒店將在2025年中開業,麥格理預期可引來更多頂級高端中場及貴賓廳客戶,另外。澳門星際酒店正在進行升級工程,將現有賭檯換爲直播電子賭桌遊戲,預測將推動每張賭檯日均收入從現時的每日9萬澳門元再提升。基於較低的賭收預測,該行將銀娛今明兩年淨利潤預測下調1.4%及1%,目標價從48.8港元上調至50.1港元,予“跑贏大市”評級。
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